Specifically, Reliance Jio carried more data traffic than any mobile operator within six months of launch, but the study found that its disruptive impact on the market has meant profitable traffic growth has been hard to find.
In China, unlimited plans drove accelerated traffic growth, up 166% year-on-year in Q3, generating a healthy recovery in both service revenue and EBITDA.
Finally, Vodafone had 8 million customers using Passes by the end of September, with a positive impact on ARPU and usage. It has delivered 2.6-fold growth in traffic in Europe over the last two years with near-flat OPEX.
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